Today, the solid-state battery sector has completely exploded. Analysts: There are three main benefits
On February 18th, Jinshi Data reported that in today's morning session, the solid-state battery sector experienced a complete breakout. Stocks such as NEBULA ELECTRONICS, Shanshan Co., Ltd., Chuangyi Technology, Shandong Zhanggu, and LOPAL saw their prices hit the daily limit, while Liyuanheng and Penghui Energy rose over 7%. In the Hong Kong stock market, LOPAL surged over 30%, with Ruipu Lanjun, BYD Company, and Ganfeng Lithium also showing significant gains. Analysts believe there are three main positive factors: First, the Ministry of Industry and Information Technology and seven other departments issued the "Action Plan for High-Quality Development of the New Energy Storage Manufacturing Industry," which states that by 2027, China's new energy storage manufacturing industry will highlight its international competitive advantages across the entire chain, with a further strengthening of leading enterprises, and significant improvements in industrial innovation and comprehensive competitiveness, achieving high-end, intelligent, and green development. Second, Sun Huajun, CTO of Shenzhen BYD Lithium Battery Co., Ltd., revealed at the Second China All-Solid-State Battery Innovation Development Summit Forum that BYD plans to start mass demonstration applications of solid-state batteries around 2027, with large-scale applications expected after 2030. Third, a research report from Everbright Securities stated that the market has underestimated the support of solid-state batteries for safety and endurance after the demand for humanoid robots and low-altitude economy expands
